Omnia Family Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Omnia Family Wealth, LLC

$235 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$108.5 - $117.48 $34,611 - $37,476	-319 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	319	319 $33,000

Others Institutions Holding IVE

# of Institutions

1,477

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.44 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.41 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.5 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.49 Billion
0.34% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omnia Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omnia Family Wealth, LLC with notifications on news.